Purchases and Sales Made in Q3 2023 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q3 2023. The information is specifically focused on institutions that hold shares of TRUIST FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-553- 3.21% |
$15.5K - $19.7K
|
16.7K
$722K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-563- 0.22% |
$15.7K - $20K
|
255K
$11M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-587- 0.68% |
$16.4K - $20.9K
|
85.3K
$3.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-599- 7.16% |
$16.8K - $21.3K
|
7.77K
$336K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-604- 3.67% |
$16.9K - $21.5K
|
15.8K
$687K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-609- 2.51% |
$17K - $21.7K
|
23.7K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-609- 3.3% |
$17K - $21.7K
|
17.8K
$773K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-612- 1.53% |
$17.1K - $21.8K
|
39.3K
$1.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-629- 16.13% |
$17.6K - $22.4K
|
3.27K
$142K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-634- 4.54% |
$17.7K - $22.6K
|
13.3K
$577K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-648- 1.5% |
$18.1K - $23.1K
|
42.5K
$1.84M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-660- 0.81% |
$18.5K - $23.5K
|
80.5K
$3.49M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-664- 1.58% |
$18.6K - $23.6K
|
41.4K
$1.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-675- 45.24% |
$18.9K - $24K
|
817
$35.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-700- 48.54% |
$19.6K - $24.9K
|
742
$32.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-700- 15.49% |
$19.6K - $24.9K
|
3.82K
$165K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-703- 3.46% |
$19.7K - $25K
|
19.6K
$849K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-707- 56.79% |
$19.8K - $25.2K
|
538
$23.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-707- 7.34% |
$19.8K - $25.2K
|
8.92K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-736- 10.65% |
$20.6K - $26.2K
|
6.17K
$267K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-737- 0.22% |
$20.6K - $26.2K
|
336K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-758- 1.42% |
$21.2K - $27K
|
52.7K
$2.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-788- 8.01% |
$22K - $28K
|
9.05K
$392K
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-789- 8.1% |
$22.1K - $28.1K
|
8.95K
$388K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-792- 7.44% |
$22.2K - $28.2K
|
9.85K
$427K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-796- 5.91% |
$22.3K - $28.3K
|
12.7K
$549K
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-812- 3.16% |
$22.7K - $28.9K
|
24.9K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-822- 0.78% |
$23K - $29.3K
|
104K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-829- 5.93% |
$23.2K - $29.5K
|
13.1K
$569K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-829- 3.71% |
$23.2K - $29.5K
|
21.5K
$933K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-839- 4.24% |
$23.5K - $29.9K
|
18.9K
$821K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-854- 6.59% |
$23.9K - $30.4K
|
12.1K
$524K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-858- 0.76% |
$24K - $30.5K
|
112K
$4.84M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-865- 3.04% |
$24.2K - $30.8K
|
27.6K
$1.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-876- 8.02% |
$24.5K - $31.2K
|
10.1K
$435K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-911- 4.68% |
$25.5K - $32.4K
|
18.6K
$804K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-913- 16.7% |
$25.5K - $32.5K
|
4.56K
$197K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-932- 5.04% |
$26.1K - $33.2K
|
17.6K
$761K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-941- 6.56% |
$26.3K - $33.5K
|
13.4K
$580K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-955- 1.87% |
$26.7K - $34K
|
50.1K
$2.17M
|
|
|
Oct 20, 2023
Q3 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-960- 1.99% |
$26.9K - $34.2K
|
47.3K
$2.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-981- 4.69% |
$27.4K - $34.9K
|
19.9K
$863K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1K- 27.18% |
$28K - $35.6K
|
2.68K
$116K
|
|
|
Nov 08, 2023
Q3 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1K- 2.71% |
$28K - $35.6K
|
35.9K
$1.56M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.04K- 6.6% |
$29K - $36.9K
|
14.7K
$637K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.05K- 3.32% |
$29.5K - $37.5K
|
30.7K
$1.33M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.08K- 2.8% |
$30.2K - $38.5K
|
37.5K
$1.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.09K- 1.25% |
$30.4K - $38.7K
|
85.7K
$3.71M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.09K- 0.91% |
$30.5K - $38.9K
|
119K
$5.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.1K- 8.15% |
$30.7K - $39K
|
12.4K
$536K
|